PBFR vs KJUL
Comparison between PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR, ETF) and Innovator U.S. Small Cap Power Buffer ETF - July (KJUL, ETF).
PBFR vs KJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBFR
$134M
Winner
KJUL
$135M
Expense Ratio
Winner
PBFR
0.50%
KJUL
0.79%
Max Drawdown
Winner
PBFR
8.50%
KJUL
16.69%
Sharpe Ratio
Winner
PBFR
1.83
KJUL
1.74
5Y Beta
Winner
PBFR
0.39
KJUL
0.54
PBFR vs KJUL - Historical Returns
Returns include dividend reinvestment.
1M
PBFR
+0.65%
Winner
KJUL
+0.72%
3M
PBFR
+3.47%
Winner
KJUL
+4.38%
6M
PBFR
+4.67%
Winner
KJUL
+6.77%
1Y
PBFR
+12.51%
Winner
KJUL
+18.80%
5Y(CAGR)
PBFR
N/A
KJUL
+4.91%
Max(CAGR)
Winner
PBFR
+10.21%
KJUL
+6.57%
PBFR vs KJUL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PBFR | KJUL |
|---|---|---|
| 2026 | +3.97% | +6.06% |
| 2025 | +10.36% | +7.78% |
| 2024 | +5.53% | +9.09% |
| 2023 | N/A | +12.14% |
| 2022 | N/A | -8.88% |
| 2021 | N/A | +2.76% |
| 2020 | N/A | +11.61% |
PBFR vs KJUL Drawdown Comparison
The maximum drawdown for PBFR was -8.50%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for KJUL was -16.69%, occurring on Jun 16, 2022. Recovery took 536 trading sessions.
The current PBFR drawdown is -0.69%. The current KJUL drawdown is -0.22%.
| Rank | PBFR | KJUL |
|---|---|---|
| #1 | -8.50% Feb 14, 2025 - May 16, 2025 | -16.69% Nov 5, 2021 - Dec 26, 2023 |
| #2 | -2.84% Jul 15, 2024 - Aug 15, 2024 | -14.45% Dec 2, 2024 - Aug 22, 2025 |
| #3 | -2.82% Feb 9, 2026 - Apr 8, 2026 | -5.31% Mar 28, 2024 - May 15, 2024 |
| #4 | -1.64% Aug 30, 2024 - Sep 16, 2024 | -5.20% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -1.62% Oct 27, 2025 - Dec 2, 2025 | -4.22% May 15, 2024 - Jul 12, 2024 |
| #6 | -1.41% May 16, 2025 - Jun 3, 2025 | -4.15% Jul 1, 2021 - Oct 25, 2021 |
| #7 | -1.22% Dec 16, 2024 - Jan 17, 2025 | -4.08% Aug 17, 2020 - Oct 7, 2020 |
| #8 | -0.85% Feb 2, 2026 - Feb 9, 2026 | -4.01% Dec 26, 2023 - Feb 15, 2024 |
| #9 | -0.77% Oct 8, 2025 - Oct 20, 2025 | -3.42% Oct 24, 2025 - Nov 26, 2025 |
| #10 | -0.74% Jul 28, 2025 - Aug 7, 2025 | -3.40% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -0.69% Jun 2, 2026 - Jun 5, 2026 | -3.33% Feb 26, 2026 - Apr 8, 2026 |
| #12 | -0.65% Jan 9, 2026 - Jan 26, 2026 | -2.98% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -0.63% Oct 18, 2024 - Nov 6, 2024 | -2.12% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -0.60% Jun 10, 2025 - Jun 24, 2025 | -1.79% Feb 15, 2024 - Feb 29, 2024 |
| #15 | -0.48% Dec 11, 2025 - Dec 22, 2025 | -1.77% Mar 8, 2024 - Mar 21, 2024 |
Correlation
Correlation between PBFR and KJUL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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